Target Report

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k13t
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Joined: 18 August 2018, 13:35

Target Report

Post by k13t » 18 August 2018, 13:37

Hi, is it possible to generate a report which I can use to aggregate the value of assets across accounts and compare to a fixed target value? In other words I'd like to know how I am doing against a specific savings target.

Kind regards, k.

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Angeman
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Re: Target Report

Post by Angeman » 18 August 2018, 16:44

If I get it right you'd like to know the total balance of all your savings accounts to compare it to a specific target ? If so you juste have to group all these savings accounts in a new accounts group ant it will display the total balance.

k13t
Posts: 2
Joined: 18 August 2018, 13:35

Re: Target Report

Post by k13t » 19 August 2018, 17:09

Ok, that's helpful. I then get the view I was looking for via the Balance Evolution graph. Is there a way to add a target to this same graph? Thanks for the help.

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Angeman
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Re: Target Report

Post by Angeman » 19 August 2018, 20:12

No sorry it's not possible.

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